Filed December 27, 2017
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,138 | $48,327-27.3% | $67,575-48.0% | $80,935-56.6% |
| Participation rate | 78.4% | 66.4%+12.0pp | 72.9%+5.5pp | 67.7%+10.7pp |
| Annual return | 7.33% | 18.31%-11.0pp | 3528.98%-3521.6pp | 35.66%-28.3pp |
| Employer contribution / active EE | $1,371 | $2,022-32.2% | $2,736-49.9% | $2,757-50.3% |
| Participant deferral / active EE | $3,593 | $2,927+22.7% | $4,003-10.2% | $4,299-16.4% |
| Admin fee / account holder | $20,349 | $3,692+451.2% | $3,993+409.6% | $6,924+193.9% |